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Estee Lauder

791 hedge funds and large institutions have $14.2B invested in Estee Lauder in 2025 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 291 increasing their positions, 290 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.08% more ownership

Funds ownership: 90.94%92.03% (+1.1%)

0% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 290

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

6% less funds holding

Funds holding: 840791 (-49)

11% less capital invested

Capital invested by funds: $15.9B → $14.2B (-$1.7B)

25% less first-time investments, than exits

New positions opened: 94 | Existing positions closed: 125

31% less call options, than puts

Call options by funds: $727M | Put options by funds: $1.06B

Holders
791
Holders Change
-49
Holders Change %
-5.83%
% of All Funds
10.61%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
94
Increased
291
Reduced
290
Closed
125
Calls
$727M
Puts
$1.06B
Net Calls
-$333M
Net Calls Change
-$189M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
501
Whittier Trust
California
$307K -$375K -5,183 -53%
EF
502
Empowered Funds
Pennsylvania
$305K +$65K +898 +24%
BONST
503
Bank of Nova Scotia Trust
Ontario, Canada
$302K -$392K -5,420 -54%
DA
504
Dover Advisors
Virginia
$300K -$90.1K -1,245 -21%
VA
505
Vident Advisory
Georgia
$299K -$14.6K -202 -4%
PMAM
506
Penn Mutual Asset Management
Pennsylvania
$297K +$325K +4,500 New
GIM
507
Guardian Investment Management
California
$294K
VCM
508
Vision Capital Management
Oregon
$293K -$87.9K -1,215 -21%
SIM
509
Sentry Investment Management
Wisconsin
$291K -$76.3K -1,055 -16%
DADC
510
D.A. Davidson & Co
Montana
$285K -$9.19K -127 -3%
BS
511
Banco Santander
Spain
$280K +$112K +1,543 +57%
PAS
512
Point72 Asia (Singapore)
Singapore
$278K +$305K +4,217 New
MYAM
513
Meiji Yasuda Asset Management
Japan
$278K +$67.1K +927 +28%
MSA
514
MUFG Securities Americas
New York
$274K +$50.6K +699 +20%
PA
515
Parallel Advisors
California
$273K +$651 +9 +0.2%
KLI
516
Kelman-Lazarov Inc
Tennessee
$273K +$299K +4,130 New
IC
517
IEQ Capital
California
$269K -$300K -4,146 -50%
P
518
&Partners
Tennessee
$269K -$13.2K -182 -4%
SHFA
519
SS&H Financial Advisors
Michigan
$266K
MFG
520
MidWestOne Financial Group
Iowa
$266K
VI
521
Vestcor Inc
New Brunswick, Canada
$264K +$1.08K +15 +0.4%
WA
522
Waverly Advisors
Alabama
$262K -$26.3K -363 -8%
PA
523
Profund Advisors
Maryland
$255K +$62.9K +869 +29%
AssetMark Inc
524
AssetMark Inc
California
$255K -$2.47M -34,205 -90%
MC
525
Moors & Cabot
Massachusetts
$253K +$277K +3,827 New

EL Hedge Fund Activity: Q1 2025 in Review

791 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q1 2025, worth a combined $14.2B — down 11% from $15.9B a quarter earlier.

Sellers outnumbered buyers: 125 funds closed out of EL and 94 opened new positions — a net loss of 31 holders — while 290 trimmed existing stakes and 291 added.

The largest buyer was Eagle Capital Management (New York), adding an estimated $536M. The largest seller was Goldman Sachs, cutting an estimated $222M.

  • 791 institutional investors held Estee Lauder (EL) as of Q1 2025, down from 840 in Q4 2024.
  • Funds reported $14.2B of Estee Lauder stock for Q1 2025, down 11% quarter-over-quarter.
  • 94 funds opened new Estee Lauder positions in Q1 2025 and 125 closed out, a net change of -31 holders.
  • The largest Estee Lauder buyer in Q1 2025 was Eagle Capital Management (New York), an estimated $536M added.
  • The largest Estee Lauder seller in Q1 2025 was Goldman Sachs, an estimated $222M sold.

Based on aggregated 13F filings for Q1 2025.